Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,036 | $144,130-50.0% | $117,861-38.9% | $147,586-51.2% |
| Participation rate | 52.9% | 83.4%-30.5pp | 79.7%-26.7pp | 82.8%-29.9pp |
| Annual return | 18.17% | 531.20%-513.0pp | 335.11%-316.9pp | 578.59%-560.4pp |
| Employer contribution / active EE | $1,828 | $4,897-62.7% | $3,786-51.7% | $4,876-62.5% |
| Participant deferral / active EE | $3,756 | $5,316-29.4% | $4,482-16.2% | $5,439-30.9% |
| Admin fee / account holder | $3,792 | $10,887-65.2% | $8,021-52.7% | $10,886-65.2% |